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UCI vs legacy web client features

Posted on by 55

Where in UCI mode can we find the following features that we have available in legacy web client

Thanks

  • glouser Profile Picture
    glouser 55 on at
    RE: UCI vs legacy web client features

    Ok thanks, yes being able to see which process ran on the record is quite useful and we use it for tracing changes to the record.

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: UCI vs legacy web client features

    Hello,

    For your information, this feature will be coming to Unified Interface shortly, starting to roll out with 9.1.0.25205 - Service Update 252 (it will take multiple weeks to get to each region).

    pastedimage1603902201773v3.png

    Henry

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: UCI vs legacy web client features

    Hello Glouser,

    Are you on-premise or online?

    Unified Interface on Dynamics 365 Customer Engagement v9.0 on-premise is very limited and has a lot of parity gaps or even issues that have been fixed online.
    So I'm not surprised that some of these scenarios aren't supported on the Unified Interface version that runs with on-premise v9.0

    It's important that to consider that the web client on Dynamics 365 Customer Engagement on-premise is NOT deprecated.
    This is specifically called out here:
    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface#how-does-this-move-impact-on-premises-customer-and-what-will-happen-when-the-web-client-is-deprecated-do-web-client-forms-become-unsupported 
    So the web client will still be supported for them, as long as their on-premise version is supported.
    Support lifecycle for every product is detailed here: https://support.microsoft.com/en-us/lifecycle/search

    In case you would want to use Unified Interface on-premise, I advise to wait for the next version.

    Henry

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: UCI vs legacy web client features

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1599214616271v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: UCI vs legacy web client features

    Hi glouser,

    You can go Settings > System Job to filter entity to see related process.

    pastedimage1599182097911v1.png

    For more information, you can refer following link:

    https://www.syncratec.com/how-to-find-related-background-processes-in-the-unified-interface/

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • glouser Profile Picture
    glouser 55 on at
    RE: UCI vs legacy web client features

    Hi with regards to #1, in the legacy web client, you can see all the background processes that ran on the particular record, under related->process sessions.

    I don't see that option available in UCI.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: UCI vs legacy web client features

    Hi glouser,

    1.Associated background processes and real time workflows with an entity record.

    Go settings > process.

    pastedimage1599099581769v1.png

    pastedimage1599099597700v3.png

    New Workflows are set to Run in the Background (asynchronous) by default. You can un-check this option when creating a new workflow or to change an existing workflow to a Real-Time workflow, click the "Convert to Real-Time Workflow" button in the Ribbon.

    2.Advanced Find

    Click pastedimage1599099613368v5.png button on the Nav Bar.

    pastedimage1599099605165v4.png

    3.Bulk edit.

    Go to view and select records you need and click Edit on the command bar.

    https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/posts/how-to-bulk-edit-in-microsoft-dynamics-365-crm

     pastedimage1599099621451v6.png

    4.Merge records

    pastedimage1599099627783v7.png

    5.Record sharing

    pastedimage1599099633207v8.png

    6.Audit History

    Enable auditing:

    https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing

    go any form of one entity, click Related tab and select Audit History

    pastedimage1599099641331v9.png

    Or Go settings > Auditing

    pastedimage1599099648712v10.png

    7.Reports

    https://docs.microsoft.com/en-us/powerapps/user/work-with-reports

    if you can’t find Report From the left navigation pane.

    Go Advanced Find to select Report in Look For and view that you need, then click Results button.

    pastedimage1599099656949v11.png

    In the page, you can new or edit report and other operations.

     pastedimage1599099663203v12.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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